Press Releases

An archive of significant eMoney events or noteworthy media information.

Latest Press Releases

October 15, 2019

eMoney Advisor Evolves Open Architecture Framework with Launch of eMoney Access, a Flexible API- based Solution for Enterprises

October 14, 2019

eMoney Advisor Presents New Research Findings and Product Roadmap during Day 1 of Annual Summit

September 10, 2019

Jackson and eMoney Advisor Announce New Alliance

August 29, 2019

eMoney Advisor Enhances Foundational Planning Solution with New Life Insurance Gap Analysis

August 15, 2019

Abby Johnson, Chairman and CEO of Fidelity Investments, Returns to eMoney Summit as Keynote Speaker

May 6, 2019

eMoney Advisor Celebrates Grand Opening of State-of-the-Art Office in Providence, R.I.

April 3, 2019

eMoney Wins Back-to-Back Fintech Breakthrough Awards

January 29, 2019

Independent Financial Partners to offer its advisor network eMoney Advisor’s financial planning platform, client portal and marketing solution, among other tools

December 4, 2018

Western International to Offer eMoney Advisor’s Financial Planning Platform to Its Brokers and Advisors

October 9, 2018

eMoney Advisor Announces 2019 Launch of Foundational Planning: A Scalable Solution for Advisors and Clients with Less Complex Planning Needs

August 29, 2018

Lincoln Investment to Offer eMoney Advisor as Part of its Technology Offering for Advisors

July 19, 2018

eMoney Advisor Announces Agenda for 2018 Summit

May 15, 2018

eMoney launches Lead FeedSM, new tool that effortlessly connects advisors with investors seeking financial advice

May 2, 2018

eMoney Advisor named “Best Overall Fintech Software” in annual FinTech Breakthrough Awards

March 8, 2018

eMoney Advisor Announces Expanded Leadership Team

February 27, 2018

eMoney Advisor’s client services team wins six Stevie Awards, including bronze honors for contact center of the year

January 24, 2018

New API Data Sharing Agreement with Capital One

November 6, 2017

eMoney Advisor Announces Expanded Business Development Organization

September 18, 2017

Final Keynote Speaker, Guy Kawasaki, Added to Fourth Annual Advisor Summit

August 8, 2017

Now Live: eMoney’s Corporate Website Features New User Experience, Enhanced Navigation and More Multimedia Content

July 25, 2017

eMoney Advisor Launches New, Interactive Lead Capture Feature That Enables Financial Advisors to Streamline Lead Management, Drive Revenue and Digitally Grow Their Businesses

June 13, 2017

eMoney to be Featured on “Innovations” TV Series

March 23, 2017

eMoney Advisor Launches Enterprise Division to Support the Wealth Management Needs of Firms at Scale

February 15, 2017

eMoney Advisor to Showcase a Better Way of Doing Business, Will Unveil Latest Technology Offerings at T3 Advisor Summit